Estate tax minimization in Ohio

Jackson Hewitt Tax Service is a reputable finance institution located at 804 Pike Street in Marietta, Ohio, United States. They specialize in providing expert tax preparation services to individuals and businesses, ensuring accurate and timely filing. With a team of knowledgeable professionals, Jackson Hewitt Tax Service is dedicated to maximizing refunds and minimizing tax liabilities for their clients. Whether you are a first-time filer or a seasoned taxpayer, you can trust Jackson Hewitt Tax Service to handle all your tax needs with efficiency and expertise.

Allied Tax, located at 428 Main Street in Hamilton, Ohio, is a reputable accounting and finance institution specializing in providing personalized tax and financial guidance to individuals, families, and small to medium size businesses. With over 14 years of experience, Wayne, a Certified Public Accountant, leads the team in offering a wide range of professional services with a smile and a commitment to client satisfaction. Cathy, our office manager, ensures the smooth operation of our business, handling AP/AR, billing, and customer service with her exceptional organizational skills. As a valued member of our team, she strives to provide a friendly and efficient experience for all our clients.

At Reignmakers Wealth Advisors, we are dedicated to guiding business owners and individuals toward peak wealth performance. Our mission is to provide comprehensive wealth management services that optimize your assets for growth, ensure tax efficiency, and help build a lasting legacy. Our Services:1. Wealth Management: Experience tailored strategies designed to mitigate market risks and streamline your financial growth. Our expert team employs advanced wealth and asset management techniques to ensure your financial aspirations and risk tolerance are always considered.2. Retirement Planning: We offer holistic retirement planning that integrates income, investments, taxes, healthcare, and estate planning. Our comprehensive financial analysis ensures your retirement strategy aligns perfectly with your unique goals and aspirations.3. Estate Planning: Protect your legacy with our coordinated estate planning services. We work alongside a network of seasoned professionals, including CPAs, attorneys, and CFPs, to provide top-tier guidance and ensure every facet of your financial life is covered.4. Tax Optimization: Utilize our specialized tax knowledge to streamline your liabilities and enhance your financial efficiency. Our strategies are designed to navigate complex tax laws, reducing the constant stress of market fluctuations and tax impacts on your wealth.Why Choose Reignmakers Wealth Advisors?- Holistic Approach: Our all-encompassing strategy ensures no stone is left unturned, integrating all aspects of your financial life. - Network of Experts: We’ve partnered with seasoned professionals, including CPAs, attorneys, and CFPs, to provide specialized guidance when needed. - Transparent Fees: Our fee structure is clear with no hidden costs, ensuring you understand every aspect of our pricing and receive value for your investment.

Crandall Tax Service Co Inc is a reputable accounting and finance institution located at 40 College in Doylestown, Ohio, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses alike. Their expertise in financial matters ensures accurate and timely filing, helping clients maximize their returns and minimize their tax liabilities. Trust Crandall Tax Service Co Inc for all your accounting and finance needs.

The Tax Professionals, Inc. is a reputable finance institution located at 32 Lincoln Way West in Massillon, Ohio, United States. We specialize in providing top-notch tax preparation services with a strong emphasis on efficiency, accuracy, and integrity. Our team of dedicated professionals is committed to helping you navigate the complexities of tax laws and maximize your returns. Whether you need personal tax preparation services to ensure all deductions and credits are maximized, or comprehensive business tax filing services tailored to your industry, we have the expertise to meet your needs. As a true business partner, we are available to assist you with any business-related questions, opportunities, or challenges you may encounter.

Whitehouse, OH CPA/PFS, CTC/Tax-Free Tax Coach is a premier accounting and finance institution located at 6841 Providence Street in Whitehouse, Ohio, United States. Our team of Certified Public Accountants (CPA) and Personal Financial Specialists (PFS) are dedicated to providing top-notch financial services to individuals and businesses in the area. We specialize in tax planning and preparation, as well as offering tax-free strategies to help our clients maximize their savings and minimize their tax liabilities. With our Certified Tax Coach (CTC) designation, we are equipped to provide expert tax advice and guidance to ensure our clients are making the most of their financial opportunities. Trust Whitehouse, OH CPA/PFS, CTC/Tax-Free Tax Coach for all your accounting and finance needs.

Steinmetz Tax Service is a reputable finance institution located at 9873 Stoner Road in Fostoria, Ohio, United States. Specializing in tax services, they provide expert advice and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a team of experienced professionals, Steinmetz Tax Service offers top-notch financial solutions to help clients maximize their returns and minimize their tax liabilities. Trustworthy and reliable, they are committed to providing exceptional service and ensuring their clients' financial success.

H&R Block in Uniontown, Ohio is a renowned accounting and finance institution that provides expert tax preparation services to individuals and businesses. Located at 3700 Massillon Road, H&R Block is known for its professional and knowledgeable staff who assist clients in maximizing their tax returns and minimizing tax liabilities. With a reputation for excellence and reliability, H&R Block is a trusted partner for all your financial needs.

Block Advisors is a trusted institution located at 4141 Colonel Glenn Highway in Beavercreek, Ohio. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized financial guidance and tax preparation assistance to individuals and businesses. With a focus on maximizing tax deductions and minimizing liabilities, Block Advisors is committed to helping clients achieve their financial goals. Visit us today to experience our professional and reliable services.

H&R Block is a trusted accounting and finance institution located at 1262 East Ash Street in Piqua, Ohio, United States. With a focus on providing expert tax preparation services and financial advice, H&R Block helps individuals and businesses navigate the complexities of tax laws and financial planning. Their team of knowledgeable professionals are dedicated to helping clients maximize their financial success and minimize their tax liabilities. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is here to help.

Paragon, Your Tax Planning Team is a reputable finance institution located at 1324 Pearl Road in Brunswick, Ohio. Our team of experts specializes in providing comprehensive tax planning services to help individuals and businesses optimize their financial strategies. With a strong focus on maximizing savings and minimizing liabilities, Paragon is dedicated to helping clients navigate the complexities of tax laws and regulations. Trust Paragon to be your trusted partner in achieving your financial goals.

Jackson Hewitt Tax Services is a reputable finance institution located at 3463 East National Road in Springfield, Ohio, United States. Specializing in tax services, they offer expert assistance with tax preparation, filing, and planning for individuals and businesses alike. With a team of knowledgeable professionals, Jackson Hewitt Tax Services is dedicated to providing top-notch financial solutions to help clients navigate the complexities of tax laws and regulations. Whether you need help with maximizing deductions, minimizing liabilities, or resolving tax issues, Jackson Hewitt Tax Services is here to help you achieve your financial goals.

Rehan Tax Service is a professional accounting and finance institution located at 236 Martha Lane in Fairfield, Ohio, United States. With a team of experienced financial experts, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their returns and minimize their liabilities. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Rehan Tax Service is here to help. Contact us today to schedule a consultation and let us take the stress out of managing your finances.

Liberty Income Tax is a reputable accounting and finance institution located in East Cleveland, Ohio, United States. Our team of experienced professionals is committed to providing top-notch tax services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients maximize their returns and minimize their tax liabilities. Whether you need assistance with tax preparation, planning, or filing, Liberty Income Tax is here to help. Trust us to handle all of your tax-related needs with professionalism and expertise. Contact us today to schedule an appointment and experience the difference our personalized service can make for you.

Akron Tax & Estate Planning Council is a professional organization located at 3053 Nationwide Parkway in Brunswick, Ohio, United States. Our dedicated team of experts specializes in providing comprehensive tax and estate planning services to individuals and businesses in the Akron area. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and create personalized estate plans that protect their assets and secure their financial future. Whether you are looking to minimize your tax liabilities or ensure that your loved ones are taken care of after you're gone, Akron Tax & Estate Planning Council is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Royal Oak Financial Group, located at 123 S Broad St #225, Lancaster, OH 43130, is a premier financial services firm dedicated to helping clients achieve their financial goals. Specializing in a comprehensive range of financial solutions, the team at Royal Oak Financial Group offers expert advice and personalized strategies in areas such as investment planning, retirement planning, wealth management, and tax planning. With a commitment to excellence and a client-centric approach, Royal Oak Financial Group prides itself on building long-lasting relationships based on trust and transparency. Whether you are an individual seeking to secure your financial future, a family planning for generational wealth, or a business in need of financial guidance, Royal Oak Financial Group provides the expertise and resources to help you navigate the complexities of the financial world.

Andrade Law Office LLC is a finance and lawyer institution located at 214 South Breiel Boulevard, Middletown, Ohio, United States. Our experienced team stays updated on changes related to FHA, credit cards, SBA loans, and landlord tenant acts to provide the best approach for your financial situation. With over 20 years of experience, we offer many of our services electronically with minimal in-person meetings required. In these uncertain economic times, we are here to assist you. We provide free initial consultations for bankruptcy and other legal matters, offering 84 answers in a 36-page digital booklet that we can instantly email to you. This booklet covers various questions related to financial issues, and you will only receive a call from our office if requested.

The Deliberato Law Center, LLC is a compassion-driven estate planning and elder law counsel located at 6200 Rockside Road, Independence, Ohio, United States. They specialize in providing estate planning services to protect your assets for yourself and your loved ones. Their team of trusted lawyers can help you prepare the necessary documents for peace of mind and ensure that your legacy lives on for generations to come. They also offer resources on probate, long-term care, and IRA protection. If you are in need of legal assistance for estate planning or Medicaid planning, contact The Deliberato Law Center, LLC for expert advice and guidance.

Horter Investment Management, LLC is a finance institution located at 11726 Seven Gables Road in Cincinnati, Ohio, United States. At Horter, our clients are our highest priority, not profit. We take a personal approach to managing your money, understanding that your desires and finances are very personal to you. Our sophisticated strategies are designed to reduce the impact of market swings, with trained investment advisor representatives incorporating a tactical strategy for investing that smooths out market fluctuations. We believe in actively managing your portfolio, rather than relying on a "buy and hold" approach. Founded after the '87 crash, we strive to do better for our clients by selecting money managers who demonstrate talent in growing assets steadily with minimal losses. Our full range of options allows us to custom-design your portfolio around your goals, manage risks, and navigate through all stages of life and market fluctuations. As a registered investment advisory firm from Cincinnati, we prioritize hard work, integrity, honesty, and family values.

Bowshier Stephen J is a reputable law firm located at 4030 Broadway in Grove City, Ohio, United States. Specializing in estate planning, the firm understands that every situation is unique and offers personalized services to help individuals and families plan for the transfer of their property and assets upon their death. The main goal of Bowshier Stephen J is to assist clients in preserving the maximum amount of wealth for their intended beneficiaries while maintaining financial flexibility throughout their lives. The firm provides guidance throughout the entire process and ensures that all necessary documents are in order. Additionally, they help clients minimize state and federal taxes and avoid probate court whenever possible. Trust Bowshier Stephen J to provide expert legal advice and support for all your estate planning needs.

Reese Financial Services, LLC is a trusted finance institution located at 7301 West Boulevard in Youngstown, Ohio, United States. Our dedicated team of financial experts is committed to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help guide you every step of the way. With a focus on integrity and customer service, Reese Financial Services, LLC is your partner in financial success.

LS Wealth Management LLC is a comprehensive financial institution located at 110 West High Street in Bryan, Ohio, United States. Specializing in accounting, finance, and insurance services, we are dedicated to helping individuals achieve financial independence through retirement planning. Our six-step Redefining Wealth Process™ guides you through key areas of retirement risk, ensuring that you have a personalized plan in place to lower risk, raise income, and minimize tax risks. At LS Wealth Management LLC, we believe that financial planning should never be a one-size-fits-all approach. That's why we offer complimentary one-on-one consultations to discuss your unique financial strategy and goals. Whether you're looking to start building your Redefining Wealth Framework™ or simply have questions about your current financial situation, our team is here to help.

Munn Wealth Management, located at 1700 Woodlands Drive in Maumee, Ohio, is a leading finance institution dedicated to helping clients design the right plan for a secure and significant retirement. With a highly accredited team of professionals serving clients for 20 years, Munn Wealth Management offers personalized financial planning services to meet individual needs. During a brief 15-minute phone call, clients can learn more about the institution and determine if it is a potential fit for their financial goals. By bringing relevant financial documents to the meeting, clients can receive a custom proposal outlining how the team can serve them in areas such as retirement, taxes, investments, and cash flow. The primary goal of the initial meeting is to provide clients with a better understanding of their financial circumstances and the services offered by Munn Wealth Management. With a focus on moving clients closer to their desired outcomes, the institution aims to create a well-constructed plan that may save taxes, improve long-term investment returns, and enhance overall quality of life.

Ridgeline Wealth Planning is a premier financial institution located at 1700 Lyons Road in Centerville, Ohio, United States. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Ridgeline Wealth Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Petra Financial Solutions Inc. is a leading finance institution located at 7333 Paragon Road in Ohio, United States. Specializing in providing comprehensive financial solutions, Petra Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Petra Financial offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Petra Financial Solutions is here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving financial success.

S & S Wealth Management of Raymond James is a leading finance institution located at 784 Medina Road in Medina, Ohio, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust S & S Wealth Management of Raymond James to help you secure a prosperous financial future.

Wealth Management Group, Inc. is a finance and insurance agency located at 811 Juniper Court in Tipp City, Ohio, United States. Our mission is to help people create, manage, and preserve wealth. With over 30 years of experience, our team of professionals offers in-depth knowledge, integrity, and personalized service to our clients. As fiduciaries, we always act in our clients' best interests, providing impartial advice and transparent communication. Whether you're an individual or a small business owner, we can help you build a solid financial future through investment management and financial planning. Let us guide you towards achieving your retirement goals and developing a tax minimization plan. Trust Wealth Management Group, Inc. to always put your interests first and provide you with the confidence you need for your financial future.

The Bayer Financial Group, LLC is a full-service, independent financial planning company located at 1948 East Whipp Road in Kettering, Ohio, United States. Our primary focus is helping clients accumulate wealth while minimizing taxes. As an independent firm, we are able to provide personalized financial planning without the pressure to sell specific products or services. Our extensive planning process is designed to help clients identify and overcome financial challenges. Recognized as a top manager by the Dayton Business Journal in 2013, 2014, and 2015, we are committed to providing exceptional service to our clients. Contact us at 937.432.6585 or bfg@bayerfinancialgroup.com for more information.

Dennis Oltorik - Financial Advisor, Ameriprise Financial Services, LLC, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, offers a range of financial services and expertise. Dennis Oltorik holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Dennis Oltorik's commitment to providing clients with comprehensive and specialized financial planning and advisory services. Whether you are looking for retirement planning, estate planning, investment management, or specialized advice for veterans and military personnel, Dennis Oltorik has the expertise to help you achieve your financial goals.

Durnell Maier Law, LLC is a law firm located at 3100 West Michigan Street in Sidney, Ohio, United States, specializing in Elder Law. Founded by Elizabeth Durnell-Maier, a Certified Elder Law Attorney, the firm is dedicated to helping seniors and their families with a variety of legal matters, such as estate planning, asset protection, and long-term care planning. With a focus on avoiding probate and minimizing taxes, the team at Durnell Maier Law, LLC is committed to providing peace of mind for their clients. Schedule a free consultation today to learn more about how they can assist you in planning for the future.